timcolmet's blog

Allow registration status for "Not attending"

An organization holds regular committee meetings using CiviEvent to track the participants.

To make sure the committee members register in advance so that meeting plans can be made accordingly, the organization sends several reminders prior to the event. But some members would like to be able to express their intention to not attend the event so they don't receive reminders for the event anymore.

Donation levels can assign voting rights

You might consider CiviMember to be simply a tool that allows people to join and/or sponsor your organization, but it can actually be used in many different ways. We talked previously about using membership tools to track sponsors helping kids go to school. Here is another clever way memberships can be used:

One registration. One payment. Multiple events!

What would you say if we told you that CiviCRM can be configured to manage multi-day or multi-event registrations and payments for a single contact? It's true! Here's how we configured CiviCRM to manage an organization annual fundraiser by creating a way for their members to register for multiple events during a single-day event. But you might be thinking that, as far as you know, CiviCRM only allows participants to register and pay for one event at a time. So how did they do it?

Use “Campaigns” to manage trade missions

Most people use CiviCampaign as a tool to manage fundraising or advocacy campaigns because CiviCampaign is one of the transversal components of CiviCRM that allows you to link together events, activities, mailings and contributions under one umbrella in order to track progress toward a goal. So if you think outside the box, there are other uses for CiviCampaign and some are more business oriented. This post describes how an international trade association uses CiviCampaign to manage trade missions.

CiviCRM at the Museum

An interview with the Museum of Jewish Art and History in Paris

The Musée d'Art et d'Histoire du Judaïsme or mahJ is the largest French museum of Jewish art and history. Located in the Marais district of Paris, France, the museum’s permanent collection presents 700 works of art and objects (out of the 12,000 objects in its collection) that represent the history of Jewish communities in Europe and the Mediterranean from the Middle Ages to the present day. The museum hosts a variety of cultural events, provides educational services to children and families, offers an extensive media library for visitors and a bookstore with over 5,000 titles.

Cividesk recently spoke with the museum’s IT Manager, Sébastien Pauly, and Communications Attaché, Louise Tellier, to learn more about the challenges they faced before switching to CiviCRM, the reasons they needed to make a change, their experiences transitioning to CiviCRM and the benefits of using this cloud-based database.

Use "Activities" to manage your workflows

You may have heard of CiviCase which allows you to handle complex workflows in CiviCRM. This is a powerful tool but can be difficult to configure properly.What if you have a simple workflow involving only a few interactions with your contacts? You can manage this workflow with the use of "Activities!"

Use Schedule Reminders to send Welcome Messages to Members

If you manage memberships or events in CiviCRM, you may already be familiar with the Scheduled Reminders. This function of CiviCRM allows you to automatically send an email to your contacts when a system event is reached. For example, you can inform constituents that their membership is about to expire and that it is time to renew it (check our article about checksum tokens to direct your contact to a prefilled membership renewal form), or remind them that they are registered for an upcoming fundraiser happening soon.

HighEdWeb, the High Education Web Professionals Association, is an organization of professionals working to advance the web at institutions of higher education. They design, develop, manage and map the future of higher education digital communications and services. Each fall, they come together at their Annual Conference and related master-class intensive Academies, and they remain active year-round via smaller HighEdWeb regional meetups and their LINK Online Journal.

Use the Membership module to manage Sponsor/Student Relationships

This is an example of how you can use the membership module of CiviCRM called "CiviMember," for managing sponsorships for students seeking continuing education rather than the traditional use for managing memberships!
The organization main need is to track the relationship and the financial support between the individual sponsor and the sponsored student.

Cividesk was very pleased to be part of CiviCamp Bay Area 2018 that took place on May 3rd at Preservation Park in Oakland, CA. It had been nearly 2 years since a CiviCRM event took place near San Francisco, the birthplace of our favorite Constituents Relationship Management (CRM) solution.